NAMI BUCKS COUNTY PA (EIN 204135679) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

DEBBIE MORITZ

Phone

2153433055

Tax Period

2023-01-01 to 2023-12-31

NAMI BUCKS COUNTY PA, founded in 2006, is a small nonprofit in the Mental Health sector that reported $589K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

PROVIDE SUPPORT AND EDUCATION FOR PEOPLE WITH MENTAL HEALTH CONDITIONS AND THEIR FAMILIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $202,135

Program Service Revenue $396,785

Investment Income $179

Other Revenue $-10,106

TOTAL REVENUE $588,993

Expense Breakdown

Grants Paid $0

Salaries & Benefits $439,529

Fundraising Expenses $8,383

Program Expenses $505,735

Other Expenses $181,734

TOTAL EXPENSES $621,263

Year-over-Year Comparison

	2023	2022	Change
Revenue	$588,993	$507,178	+0.2%
Expenses	$621,263	$549,094	+0.1%
Net Income	$-32,270	$-41,916	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$112,303

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANNE MURRAY ESQ	PRESIDENT	2.00	Officer Director	$0	$0	$0
RUSS HARTMAN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ELLEN DODEL	TREASURER	2.00	Officer Director	$0	$0	$0
DAVE BENINCASA	SECRETARY	2.00	Officer Director	$0	$0	$0
RAIGHNE KIRK	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTOPHER CAPITANO	DIRECTOR	2.00	Director	$0	$0	$0
GRACE DEON ESQ	DIRECTOR	2.00	Director	$0	$0	$0
ANDREA FERRINO	DIRECTOR	2.00	Director	$0	$0	$0
REGGIE HOWARD	DIRECTOR	2.00	Director	$0	$0	$0
DANA HURWITZ	DIRECTOR	2.00	Director	$0	$0	$0
BONNIE MACDONALD	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK MCELWAINE	DIRECTOR	2.00	Director	$0	$0	$0
CONNOR OHANLON	DIRECTOR	2.00	Director	$0	$0	$0
MARLENE PRAY	DIRECTOR	2.00	Director	$0	$0	$0
ELLYN STRAUSS	DIRECTOR	2.00	Director	$0	$0	$0
SARA WEBSTER ESQ	DIRECTOR	2.00	Director	$0	$0	$0
DEBBIE MORITZ	EXECUTIVE DI	40.00	Officer	$93,115	$19,188	$112,303

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2023	$588,993	$621,263	$140,653	$-32,270
2022	$507,178	$549,094	$159,652	$-41,916
2021	$458,560	$405,670	$194,651	$52,890
2020	$309,478	$321,121	$146,744	$-11,643
2019	$328,136	$250,672	$156,130	$77,464

NAMI BUCKS COUNTY PA